Sandi is a financial planner who works with Continuity’s family enterprise clients to support them in managing their personal financial affairs.
Working closely with a client’s estate attorney, investment and other trusted advisors, she helps families address the difficult choices regarding generational wealth transfer. Sandi guides them in developing policies and structures regarding philanthropy and shared wealth, as well as providing valuable oversight on matters to do with financial risk and asset allocation.
She assists individual stakeholders in organizing and managing their cash flow, researching and evaluating mortgages along with appropriate insurance instruments, and overseeing real estate holdings. Among the most immediately impactful services Sandi provides is being the qualified and independent additional set of eyes on clients’ investment portfolios.
Concurrent with this planning and oversight role she plays for Continuity clients, Sandi also maintains her partnership at Geller & Lehmann, LLC – a tax advising and financial planning firm which offers Continuity clients family office services such as bill-pay and investment oversight. (Note: Continuity does not manage money or offer brokerage services. Our role is strictly advisory and educational.)
Sandi earned an MA from Johns Hopkins University and a BSc from the University of Technology, South Australia.
Family Business Advising; Family Firm Institute
Certified Financial Planner (CFP); College for Financial Planning